Reviews written by kellyb904

15 results - showing 1 - 15  
 
 
kellyb904kellyb904   May 13, 2019
Rating 
 
5.0

Helpful information about trade war/tariffs

kellyb904kellyb904   April 08, 2019
Rating 
 
5.0

Always like Fritz's charts and articles

kellyb904kellyb904   November 19, 2018
Rating 
 
5.0

Always grounded in current data and good historical references

kellyb904kellyb904   August 28, 2018
Rating 
 
5.0

Graphs and Visuals really help

kellyb904kellyb904   July 09, 2018
Rating 
 
5.0

The Graphs and newspaper clip discussions are informative

kellyb904kellyb904   November 01, 2017
(Updated: November 01, 2017)
Rating 
 
4.0

amazing that Bob Keebler and A4A were able to provide this webinar so quickly

kellyb904kellyb904   November 07, 2016
(Updated: November 07, 2016)
Rating 
 
4.0

I like that he will make a statement and then back it up with slides, for example his explanations of the Fed Funds rate and how they manipulate the economy...

kellyb904kellyb904   January 11, 2016
(Updated: January 11, 2016)
Rating 
 
5.0

I like the way he shows that Wall Street experts are not so expert

kellyb904kellyb904   November 09, 2015
(Updated: November 09, 2015)
Rating 
 
5.0

Fritz's slides and information is great

kellyb904kellyb904   October 13, 2014
(Updated: October 13, 2014)
Rating 
 
5.0

-

kellyb904kellyb904   November 11, 2013
(Updated: November 11, 2013)
Rating 
 
5.0

-

kellyb904kellyb904   August 08, 2013
(Updated: August 08, 2013)
Rating 
 
4.0

logged in @ 4:40 so did not hear most of presentation

Financial Planning
kellyb904kellyb904   November 03, 2009
Overall rating 
 
3.7
Company 
 
4.0
Interface 
 
4.0
Integration 
 
4.0
Pricing 
 
4.0
Monte Carlo Simulation 
 
4.0
Taxes 
 
3.0
Asset Allocation 
 
4.0
LTC-College Planning 
 
3.0
Estate Planning 
 
3.0

Still new to program

Too new to program to evaluate fairly. Having difficulty with what-ifs.

CRM Software
kellyb904kellyb904   November 03, 2009
Overall rating 
 
2.4
Company  
 
3.0
Software Support  
 
3.0
Investment Tracking  
 
1.0
Insurance Tracking  
 
1.0
Workflow Management  
 
3.0
Productivity  
 
3.0
Client Portal  
 
1.0
Integration  
 
3.0
Security  
 
3.0
Pricing 
 
3.0

Good so far, still new to program

Still haven't used the program all that long.

15 results - showing 1 - 15  
 
 

 

We're the right news and professional education solution for you if you’re a fiduciary who:

 

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants thought leadership when bad news breaks 

 

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit consumers as well as fiduciaries enrolled in our classes.

 

 

   JOIN